How do I use Salesforce add in for Outlook?

How do I use Salesforce add in for Outlook?

Steps to Integrate Outlook and Salesforce

1. Open your Salesforce Org.
2. Click on Setup.
3. Search Outlook in quick find box and Select Outlook Integration and Sync.
4. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
5. Click on Edit button.

How do I import a rule into Outlook?

Steps to import Outlook rules (PC)

1. Click the File tab.
2. Click Manage Rules & Alerts.
3. Click Options.
4. Click Import Rules.
5. The “Import Rules from” dialog box displays.
6. You will notice the screen behind the Option windows will fill up with your custom rules.
7. Click OK.

How to integrate Salesforce email with Microsoft Outlook?

The integration between Salesforce and Microsoft® Outlook® requires both server-side setup and ashort client-side setup procedure. Review the system requirements and ensure that your emailserver is set up to communicate with the integration. Turn on the integration and push the Salesforceadd-in to your Outlook users.

How can I add Salesforce plugin to Outlook?

Open your Outlook mailbox and click on mail and you can find more actions on right side. Click on Get Add-ins. From the search bar you can search for salesforce add in and add to outlook. Once the salesforce plugin is added, login to salesforce where you can select your environment (Sandbox / Production).

Is there way to sync Microsoft Outlook with Salesforce?

This blog post helps you to integrate Microsoft Outlook with Salesforce by using Lightning for Outlook sync by OAuth 2.0 connection method and create Custom Objects data from outlook. For setting up of Outlook connection to salesforce, please follow the below blog from points 1-9 to setup the users in outlook who needs to have sync with Salesforce.

How to test your outlook connection with Salesforce?

Click on Connect. The connection gets authorised and ready for testing the user connection with Outlook. Enter the user’s email address whose email is same in both the systems (Salesforce & Outlook) in the Test your connection prompt. Click on test after entering the email address.